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No, DCVAX for him, He can walk around with that helmet on his head attached to wires and batteries.
Get well soon. This board needs you.
I think a lot of longs are hoping and praying that those Buddhist monks are right - need that hope and belief in DCVAX to get us through mornings like this one.
That name had looked very familiar. Now I see where I had seen that name before.
Now they are markers for the march upwards - 0.98 and 1.84 have already been passed and approaching 2.59.
That could work, specially if NWBO can get pps between $5 - $10 based on strength of TLD. a multiple between 3 - 4 would be sellable to MRK shareholders, specially if it boosts not just MRK's revenues and oncology position in the long term, but Keytruda as well.
It would be prudent, IMO, as someone stated on this board, that it would be best for NWBO to avoid the week before and after the election to release TLD. As suggested by Flipper, that would put the timing to be after November 11 or so.
Under the above scenario, it would then not be possible for Dr. A to discuss TLD results, at the Economist's virtual conference. He could cover blinded results and indicate that TLD is imminent and so set the stage for the actual TLD.
I assume he would have to refuse to maintain his neutrality as a biotech journalist.
That is the word on twitter and this board. Please refer to MRC's twitter account where they have been soliciting shares for establishing a short position.
https://twitter.com/medrescol?lang=en
Medical Research Collaborative - outfit run by Steve Giardino, formerly known as Pyrrhonian on this board, who has taken a short position on NWBO.
And fortunately, without any help from Ralph Kramden.
At this rate, it is going to worse for him. He was a well liked poster here, IMO, until he went over to dark side.
Second that.
IMO, AF was gently encouraged to move on to avoid issues for Cramer.
LOLOL. Good one.
Sorry Spartex, I meant Medical Research Collaborative - Steven Giardino's outfit that has been looking for NWBO shares to short.
I wonder about the mood in MRC land today.
Just saw 0.987 in my TDA account.
Should this post be stickied?
Actually, some may say that how you invest does reflect your values. Hence the rise of ESG investing which allows people to invest in accordance with their values.
Unfortunately, there will still be a few attempted derailments.
I wouldn't be surprised if AF, MRC, Phase 5, et al (and all of these may be affiliated in some way) are trying to find out if FDA has agreed as well. If so, then they know they do not have a short case.
Otherwise, if the FDA has agreed and they come out with a hit article along the lines of MRC's tweets alleging fraud by NWBO, then LP could put out a PR debunking it and IMO, have clear grounds for legal action as well.
Perhaps they will get caught up in their own blind 'rage' and commit an unforced error - MRC is already alleging fraud on twitter.
Thank you anders!
The title of LL's LTBK presentation says Phase III clinical trial. There has been no mention of a Phase III trial involving DCVAX at UCLA.
Sounds like TLD announcement could be week of November 9 - just in advance of SNO.
Per information provided by posters on this board, NWBO uses/used two CROs - Synteract (in the US) and PAREXEL (for international). Synteract is a Medidata partner and probably used Medidata's Rave product for EDC, although they indicate that they may use another EDC product, based on the requirements of the clinical trial. PAREXEL has their own EDC product.
It is therefore unlikely that they were affected by the ERT ransom-ware attack.
If they are with PAREXEL as their CRO, then they would not be affected by the eResearch Technology (ERT) ransomware attack, as PAREXEL has their own stack of Electronic Data Collection and Clinical Trials Management systems deployed on a cloud. While cloud based systems are not impervious to such attacks, cloud tools can be used to put in place effective mitigation and recovery strategies to respond to such attacks.
Thanks CherryTree1.
Does anyone know who is the CRO for the DCVAX-L trial?
RKMatters - been following your posts on this board for a number of years and I recall that 2-3 years ago, you were the first to postulate that they would wait for 5-year survival data and then went largely silent. Well, you turned out to be correct.
So, what is your opinion on what the data are likely to show?
Thanks.
I believe BSB has already given an indication of their response when he said "they were very polite and very clear". I take that to mean that they do not accept reputations and other alternate 'coin', just what their published policies indicate.
Hi GGB,
Agreed GGB. Why did the MRC launch a 21 - 22 tweet attack out of the blue on NWBO?
I doubt that MRK would send a senior executive on a Due Diligence mission to another company. Looks like Dr. Duffy has a medical, industry and functional background eminently suitable for him to be the due diligence lead. In that role he would be gathering information and serving as the conduit for communications between MRK's inhouse medical experts and business leaders and NWBO. Again, IMO, his background and experience, specially as the National contact for scientific and industry groups, says he would be very appropriate for what MRK was looking to achieve. He would definitely not be negotiating any deals - too early in the process when he came over to NWBO.
I believe that just an expression of interest in DCVAX-L by Merck in the form of a clinical trail with Keytruda as an adjuvant will boost NWBO prospects and share price. It would also connect the dot with the recently completed short sojourn at NWBO by the Merck individual.
As posters will recall, UCLA had started a DC vaccine based Phase 1 or Phase 2 using an adjuvant that was Keytruda, but did not use the DCVAX-L or Keytruda trade names (essentially confirmed as such, I believe, in an email communication with one of the posters on this board). Perhaps, the news tomorrow could be the announcement of a Phase 2/3, underwritten by Merck and using the trade names to signal interest in NWBO?